|
1
|
Portfolio Strategies
Monsey,
New York
|
$49.5M
|
+$1.25M
|
+29,312
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$18.8M
|
+$9.86M
|
+230,537
|
+118%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.28M
|
+$442K
|
+10,327
|
+25%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.72M
|
+$440K
|
+10,282
|
+36%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.5M
|
+$1.46M
|
+34,069
|
New
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1M
|
+$284K
|
+6,630
|
+41%
|
|
|
7
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$868K
|
+$894K
|
+20,913
|
New
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$862K
|
+$16.9K
|
+395
|
+2%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$522K
|
+$75.4K
|
+1,764
|
+18%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$307K
|
+$87.8K
|
+2,054
|
+42%
|
|
|
11
|
|
$282K
|
+$211K
|
+4,935
|
+339%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$240K
|
+$13.1K
|
+306
|
+6%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$214K
|
+$207K
|
+4,852
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$109K
|
-$42.9K
|
-1,003
|
-29%
|
|
|
15
|
Lindbrook Capital
Calabasas,
California
|
$85.6K
|
+$83K
|
+1,940
|
New
|
|
|
16
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$71.9K
|
+$25.7K
|
+600
|
+50%
|
|
|
17
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$53K
|
–
|
–
|
–
|
|
|
18
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$48.5K
|
+$21.4K
|
+500
|
+83%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$43.7K
|
–
|
–
|
–
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$41.3K
|
+$24.6K
|
+576
|
+160%
|
|
|
21
|
|
$39.7K
|
–
|
–
|
–
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$37.5K
|
+$15K
|
+350
|
+70%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31K
|
–
|
–
|
–
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$27.2K
|
–
|
–
|
–
|
|
|
25
|
North Star Investment Management
Chicago,
Illinois
|
$26.5K
|
+$25.7K
|
+600
|
New
|
|
